MondegarAI
Vernal Point Advisors, LLC

Q1 2025 · 13F-HR

Vernal Point Advisors, LLCholdings as filed

Filed 2025-05-15 · accession 0001879202-25-000015

$150.9M
Reported value
19
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$54.6M36.2%470,604CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$39.9M26.5%680,428CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$10.9M7.22%183,547CommonNONE
464287226AGGISHARES TR$10.0M6.61%100,923CommonNONE
922908769VTIVANGUARD INDEX FDS$9.3M6.16%33,826CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$6.3M4.21%169,362CommonNONE
922908363VOOVANGUARD INDEX FDS$4.9M3.28%9,628CommonNONE
921909768VXUSVANGUARD STAR FDS$2.8M1.85%44,862CommonNONE
464287457SHYISHARES TR$2.5M1.66%30,375CommonNONE
464288661IEIISHARES TR$2.4M1.62%20,710CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.94%3,035CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.83%13,805CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.1M0.73%49,806CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.0M0.69%1,844CommonNONE
464288588MBBISHARES TR$988,9100.66%10,545CommonNONE
464288679SHVISHARES TR$427,1490.28%3,867CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$401,6730.27%6,435CommonNONE
78464A870XBISPDR SER TR$331,6990.22%4,090CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$249,6240.17%12,620CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.